RDA Financial Network

13F filer · CIK 0001774086

Reported Jul 6, 2026

Net buyer this quarter

13F portfolio value$459MU.S. long equity reported on 13F

Positions14514 new · 9 closed

Net flow last quarter+$2.81MBuys minus sells

Top 10 positions weight29.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 6, 2026145 positions
NVDANvidia Corp	$19.7M	4.30%	0.00%	+10.4%	Q2 2019
GOOGLAlphabet Inc.	$15.8M	3.45%	0.00%	-9.8%	Q2 2019
AVGOBroadcom Inc.	$15.1M	3.30%	0.00%	-3.1%	Q2 2019
MSFTMicrosoft Corp	$13.5M	2.94%	0.00%	+12.7%	Q2 2019
AMZNAmazon Com Inc	$13.3M	2.89%	0.00%	+0.7%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$13.1M	2.86%	Not reported	-1.3%	Q2 2019
AAPLApple Inc.	$12.8M	2.80%	0.00%	-3.1%	Q2 2019
METAMeta Platforms, Inc.	$10.6M	2.32%	Not reported	+33.9%	Q2 2019
JPMJPMorgan Chase & Co	$9.82M	2.14%	0.00%	+0.7%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.73M	2.12%	Not reported	+0.1%	Q2 2019
VVisa Inc.	$9.47M	2.06%	0.00%	+11.6%	Q2 2019
ASMLAsml Holding NV	$7.62M	1.66%	0.00%	+89.9%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.62M	1.44%	0.00%	-14.8%	Q3 2021
MUMicron Technology Inc	$5.54M	1.21%	0.00%	-39.8%	Q2 2019
LLYELI LILLY & Co	$5.42M	1.18%	0.00%	+40.2%	Q1 2021
ANETArista Networks, Inc.	$5.27M	1.15%	0.00%	+57.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$4.65M	1.01%	Not reported	+1.1%	Q2 2019
WMTWalmart Inc.	$4.22M	0.92%	0.00%	-4.8%	Q2 2019
VRTXVertex Pharmaceuticals Inc / Ma	$4.18M	0.91%	0.00%	+17.2%	Q1 2023
COSTCostco Wholesale Corp	$4.04M	0.88%	0.00%	-3.7%	Q1 2021
NETCloudflare, Inc.	$4.01M	0.87%	Not reported	+8.2%	Q3 2025
DNPDNP Select Income Fund Inc	$3.72M	0.81%	Not reported	+24.6%	Q2 2019
ISRGIntuitive Surgical Inc	$3.37M	0.74%	0.00%	+18.6%	Q3 2021
GEGeneral Electric Co	$2.84M	0.62%	0.00%	-0.5%	Q4 2023
GOOGAlphabet Inc.	$2.71M	0.59%	Not reported	-6.3%	Q1 2023
ELVElevance Health, Inc.	$2.68M	0.58%	0.00%	-1.0%	Q2 2019
OUNZVanEck Merk Gold ETF	$2.64M	0.58%	0.11%	+7.8%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$2.59M	0.56%	0.00%	-5.4%	Q1 2026
WMWaste Management Inc	$2.46M	0.54%	0.00%	+26.0%	Q2 2022
LRCXLam Research Corp	$2.37M	0.52%	0.00%	New	Q2 2026
WELLWelltower Inc.	$2.18M	0.47%	0.00%	-12.3%	Q2 2019
AXONAxon Enterprise, Inc.	$2M	0.44%	0.00%	-3.4%	Q4 2024
MAMastercard Inc	$1.97M	0.43%	0.00%	-0.1%	Q1 2021
TJXTJX Companies Inc	$1.85M	0.40%	0.00%	+9.4%	Q4 2025
PGRProgressive Corp	$1.68M	0.37%	0.00%	+2.2%	Q1 2021
PFEPfizer Inc	$1.67M	0.37%	0.00%	-0.8%	Q2 2019
MCDMcdonalds Corp	$1.57M	0.34%	0.00%	Not reported	Q2 2019
HYTBlackRock Corporate High Yield Fund, Inc.	$1.56M	0.34%	Not reported	-0.2%	Q2 2019
TDGTransDigm Group INC	$1.51M	0.33%	0.00%	-6.8%	Q2 2025
SNPSSynopsys Inc	$1.46M	0.32%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$1.43M	0.31%	0.00%	+18.1%	Q4 2025
ARCCAres Capital Corp	$1.42M	0.31%	0.01%	+0.5%	Q2 2019
JNJJohnson & Johnson	$1.36M	0.30%	0.00%	-1.1%	Q2 2019
ROPRoper Technologies Inc	$1.23M	0.27%	0.00%	+1.4%	Q2 2023
MPWRMonolithic Power Systems, Inc.	$1.23M	0.27%	0.00%	-33.5%	Q3 2025
VZVerizon Communications Inc	$1.21M	0.26%	0.00%	+2.8%	Q2 2019
BXBlackstone Inc.	$1.15M	0.25%	0.00%	+0.1%	Q2 2019
INTUIntuit Inc.	$1.15M	0.25%	0.00%	+42.6%	Q1 2026
TSLATesla, Inc.	$1.14M	0.25%	0.00%	+105.9%	Q4 2021
SMHMarket Vectors ETF Trust	$1.02M	0.22%	Not reported	-13.6%	Q4 2021

Q1 2026Reported Apr 8, 2026140 positions
NVDANvidia Corp	$15.6M	3.90%	0.00%	-0.4%	Q2 2019
GOOGLAlphabet Inc.	$14.1M	3.53%	0.00%	-0.4%	Q2 2019
AVGOBroadcom Inc.	$12.8M	3.20%	0.00%	+1.4%	Q2 2019
MSFTMicrosoft Corp	$11.9M	2.97%	0.00%	+3.3%	Q2 2019
AAPLApple Inc.	$11.6M	2.91%	0.00%	-3.3%	Q2 2019
AMZNAmazon Com Inc	$11.5M	2.88%	0.00%	+0.3%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$10.4M	2.60%	Not reported	-0.2%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.11M	2.28%	Not reported	+2.2%	Q2 2019
JPMJPMorgan Chase & Co	$8.76M	2.19%	0.00%	+1.3%	Q2 2019
METAMeta Platforms, Inc.	$8.07M	2.02%	Not reported	-0.1%	Q2 2019
VVisa Inc.	$7.47M	1.87%	0.00%	+26.7%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.5M	1.38%	0.00%	+0.8%	Q3 2021
WMTWalmart Inc.	$4.86M	1.22%	0.00%	+42.5%	Q2 2019
COSTCostco Wholesale Corp	$4.47M	1.12%	0.00%	-0.4%	Q1 2021
BRK.BBerkshire Hathaway Inc	$4.41M	1.10%	Not reported	+2.5%	Q2 2019
ISRGIntuitive Surgical Inc	$3.3M	0.82%	0.00%	+4.8%	Q3 2021
VRTXVertex Pharmaceuticals Inc / Ma	$3.21M	0.80%	0.00%	+5.0%	Q1 2023
NETCloudflare, Inc.	$3.12M	0.78%	Not reported	+8.7%	Q3 2025
LLYELI LILLY & Co	$2.96M	0.74%	0.00%	-0.7%	Q1 2021
OUNZVanEck Merk Gold ETF	$2.86M	0.72%	0.10%	-2.2%	Q2 2024
DNPDNP Select Income Fund Inc	$2.85M	0.71%	Not reported	+7.4%	Q2 2019
MUMicron Technology Inc	$2.69M	0.67%	0.00%	-6.6%	Q2 2019
ASMLAsml Holding NV	$2.67M	0.67%	0.00%	+97.8%	Q2 2025
DUKDuke Energy CORP	$2.5M	0.63%	0.00%	+8.5%	Q2 2023
ANETArista Networks, Inc.	$2.42M	0.61%	0.00%	+8.0%	Q3 2025
ADBEAdobe Inc.	$2.35M	0.59%	0.00%	+9.7%	Q2 2019
GOOGAlphabet Inc.	$2.35M	0.59%	Not reported	-23.1%	Q1 2023
SOSouthern Co	$2.18M	0.55%	0.00%	+5.5%	Q2 2019
GEGeneral Electric Co	$2.17M	0.54%	0.00%	+3.8%	Q4 2023
WELLWelltower Inc.	$2.16M	0.54%	0.00%	+2.4%	Q2 2019
ELVElevance Health, Inc.	$2.05M	0.51%	0.00%	+1.4%	Q2 2019
WMWaste Management Inc	$2.01M	0.50%	0.00%	+6.0%	Q2 2022
PFEPfizer Inc	$1.97M	0.49%	0.00%	+1.0%	Q2 2019
MAMastercard Inc	$1.92M	0.48%	0.00%	+7.5%	Q1 2021
HDHome Depot, Inc.	$1.83M	0.46%	0.00%	-9.0%	Q2 2019
TJXTJX Companies Inc	$1.79M	0.45%	0.00%	+411.3%	Q4 2025
KKRKKR & Co. Inc.	$1.7M	0.42%	0.00%	-3.0%	Q1 2021
AXONAxon Enterprise, Inc.	$1.57M	0.39%	0.00%	-2.0%	Q4 2024
HYTBlackRock Corporate High Yield Fund, Inc.	$1.55M	0.39%	Not reported	+0.3%	Q2 2019
PGRProgressive Corp	$1.49M	0.37%	0.00%	+26.0%	Q1 2021
MPWRMonolithic Power Systems, Inc.	$1.46M	0.37%	0.00%	-13.9%	Q3 2025
QCOMQualcomm Inc	$1.43M	0.36%	0.00%	-10.0%	Q1 2023
TDGTransDigm Group INC	$1.41M	0.35%	0.00%	-14.3%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$1.4M	0.35%	0.00%	New	Q1 2026
VZVerizon Communications Inc	$1.4M	0.35%	0.00%	-9.0%	Q2 2019
ARCCAres Capital Corp	$1.37M	0.34%	0.01%	-4.8%	Q2 2019
ADPAutomatic Data Processing Inc	$1.33M	0.33%	0.00%	-4.7%	Q4 2024
INTUIntuit Inc.	$1.33M	0.33%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$1.32M	0.33%	0.00%	-3.6%	Q2 2019
LULUlululemon athletica inc.	$1.28M	0.32%	0.01%	New	Q1 2026

Q4 2025Reported Jan 6, 2026140 positions
NVDANvidia Corp	$16.7M	4.03%	0.00%	+0.5%	Q2 2019
GOOGLAlphabet Inc.	$15.4M	3.71%	0.00%	-1.3%	Q2 2019
MSFTMicrosoft Corp	$15M	3.62%	0.00%	+1.6%	Q2 2019
AVGOBroadcom Inc.	$14.1M	3.39%	0.00%	+8.8%	Q2 2019
AAPLApple Inc.	$12.9M	3.10%	0.00%	-0.5%	Q2 2019
AMZNAmazon Com Inc	$12.7M	3.06%	0.00%	+2.4%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$11.1M	2.67%	Not reported	-1.3%	Q2 2019
JPMJPMorgan Chase & Co	$9.48M	2.28%	0.00%	-1.7%	Q2 2019
METAMeta Platforms, Inc.	$9.32M	2.24%	Not reported	+3.4%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.64M	2.08%	Not reported	+0.7%	Q2 2019
VVisa Inc.	$6.84M	1.65%	0.00%	+3.3%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.91M	1.18%	0.00%	-5.1%	Q3 2021
BRK.BBerkshire Hathaway Inc	$4.51M	1.09%	Not reported	-0.3%	Q2 2019
COSTCostco Wholesale Corp	$3.89M	0.94%	0.00%	+0.3%	Q1 2021
ISRGIntuitive Surgical Inc	$3.86M	0.93%	0.00%	-35.5%	Q3 2021
LLYELI LILLY & Co	$3.49M	0.84%	0.00%	-0.3%	Q1 2021
GOOGAlphabet Inc.	$3.34M	0.80%	Not reported	-21.1%	Q1 2023
VRTXVertex Pharmaceuticals Inc / Ma	$3.1M	0.75%	0.00%	+1.9%	Q1 2023
ADBEAdobe Inc.	$3.09M	0.74%	0.00%	+2.1%	Q2 2019
WMTWalmart Inc.	$3.06M	0.74%	0.00%	+0.8%	Q2 2019
NETCloudflare, Inc.	$2.74M	0.66%	Not reported	+1.8%	Q3 2025
OUNZVanEck Merk Gold ETF	$2.69M	0.65%	0.11%	-6.5%	Q2 2024
DNPDNP Select Income Fund Inc	$2.57M	0.62%	Not reported	+46.8%	Q2 2019
MUMicron Technology Inc	$2.43M	0.59%	0.00%	-3.8%	Q2 2019
CSCOCisco Systems, Inc.	$2.42M	0.58%	0.00%	+1.9%	Q2 2019
ELVElevance Health, Inc.	$2.42M	0.58%	0.00%	-0.2%	Q2 2019
KKRKKR & Co. Inc.	$2.41M	0.58%	0.00%	+2.8%	Q1 2021
KMIKinder Morgan, Inc.	$2.39M	0.58%	0.00%	+2.1%	Q2 2019
ANETArista Networks, Inc.	$2.39M	0.58%	0.00%	+5.6%	Q3 2025
GEGeneral Electric Co	$2.27M	0.55%	0.00%	+1.4%	Q4 2023
CVXChevron Corp	$2.17M	0.52%	0.00%	+3.0%	Q2 2019
AXONAxon Enterprise, Inc.	$2.14M	0.51%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$2.11M	0.51%	0.00%	-0.5%	Q2 2019
QCOMQualcomm Inc	$2.1M	0.51%	0.00%	-0.5%	Q1 2023
DUKDuke Energy CORP	$2.07M	0.50%	0.00%	+3.5%	Q2 2023
MAMastercard Inc	$2.04M	0.49%	0.00%	+0.5%	Q1 2021
WELLWelltower Inc.	$1.98M	0.48%	0.00%	-16.2%	Q2 2019
UBERUber Technologies, Inc	$1.95M	0.47%	0.00%	+1.6%	Q1 2021
TDGTransDigm Group INC	$1.88M	0.45%	0.00%	+15.6%	Q2 2025
SOSouthern Co	$1.87M	0.45%	0.00%	+2.2%	Q2 2019
ORCLOracle Corp	$1.84M	0.44%	0.00%	-9.0%	Q2 2023
WMWaste Management Inc	$1.81M	0.44%	0.00%	+7.4%	Q2 2022
ADPAutomatic Data Processing Inc	$1.77M	0.43%	0.00%	+1.1%	Q4 2024
PFEPfizer Inc	$1.73M	0.42%	0.00%	-1.3%	Q2 2019
ROPRoper Technologies Inc	$1.67M	0.40%	0.00%	+7.7%	Q2 2023
ARCCAres Capital Corp	$1.62M	0.39%	0.01%	+0.8%	Q2 2019
HYTBlackRock Corporate High Yield Fund, Inc.	$1.62M	0.39%	Not reported	+4.2%	Q2 2019
NOWServiceNow, Inc.	$1.6M	0.39%	0.00%	New	Q4 2025
BXBlackstone Inc.	$1.52M	0.37%	0.00%	-0.9%	Q2 2019
PGPROCTER & GAMBLE Co	$1.48M	0.36%	0.00%	-8.3%	Q2 2019

Q3 2025Reported Oct 8, 2025134 positions
NVDANvidia Corp	$16.7M	4.11%	0.00%	-3.8%	Q2 2019
MSFTMicrosoft Corp	$15.8M	3.91%	0.00%	+3.8%	Q2 2019
AVGOBroadcom Inc.	$12.3M	3.05%	0.00%	-4.0%	Q2 2019
GOOGLAlphabet Inc.	$12.1M	2.99%	0.00%	-3.8%	Q2 2019
AAPLApple Inc.	$12.1M	2.98%	0.00%	+0.7%	Q2 2019
AMZNAmazon Com Inc	$11.8M	2.91%	0.00%	+4.6%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$11M	2.71%	Not reported	-1.6%	Q2 2019
METAMeta Platforms, Inc.	$10M	2.47%	Not reported	+4.5%	Q2 2019
JPMJPMorgan Chase & Co	$9.44M	2.33%	0.00%	-4.4%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.42M	2.08%	Not reported	-2.2%	Q2 2019
VVisa Inc.	$6.45M	1.59%	0.00%	+10.6%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.75M	1.17%	0.00%	+266.3%	Q3 2021
ISRGIntuitive Surgical Inc	$4.73M	1.17%	0.00%	+5.5%	Q3 2021
BRK.BBerkshire Hathaway Inc	$4.52M	1.12%	Not reported	+17.0%	Q2 2019
COSTCostco Wholesale Corp	$4.16M	1.03%	0.00%	+7.2%	Q1 2021
GOOGAlphabet Inc.	$3.29M	0.81%	Not reported	+21.7%	Q1 2023
ADBEAdobe Inc.	$3.05M	0.75%	0.00%	+19.3%	Q2 2019
NETCloudflare, Inc.	$2.93M	0.72%	Not reported	New	Q3 2025
ORCLOracle Corp	$2.91M	0.72%	0.00%	-19.8%	Q2 2023
WMTWalmart Inc.	$2.81M	0.69%	0.00%	+10.3%	Q2 2019
AXONAxon Enterprise, Inc.	$2.7M	0.67%	0.00%	Not reported	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.63M	0.65%	0.00%	+38.3%	Q1 2023
OUNZVanEck Merk Gold ETF	$2.58M	0.64%	0.12%	+13.3%	Q2 2024
ANETArista Networks, Inc.	$2.52M	0.62%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$2.49M	0.61%	0.00%	+10.0%	Q2 2019
LLYELI LILLY & Co	$2.48M	0.61%	0.00%	+4.2%	Q1 2021
KMIKinder Morgan, Inc.	$2.41M	0.60%	0.00%	+0.4%	Q2 2019
KKRKKR & Co. Inc.	$2.39M	0.59%	0.00%	+10.0%	Q1 2021
UBERUber Technologies, Inc	$2.3M	0.57%	0.00%	+18.6%	Q1 2021
WELLWelltower Inc.	$2.27M	0.56%	0.00%	-2.4%	Q2 2019
ELVElevance Health, Inc.	$2.23M	0.55%	0.00%	-1.7%	Q2 2019
GEGeneral Electric Co	$2.19M	0.54%	0.00%	-21.7%	Q4 2023
CVXChevron Corp	$2.14M	0.53%	0.00%	+0.7%	Q2 2019
CSCOCisco Systems, Inc.	$2.11M	0.52%	0.00%	+9.2%	Q2 2019
DUKDuke Energy CORP	$2.11M	0.52%	0.00%	+39.8%	Q2 2023
QCOMQualcomm Inc	$2.06M	0.51%	0.00%	+15.7%	Q1 2023
MAMastercard Inc	$2.02M	0.50%	0.00%	-0.6%	Q1 2021
ADPAutomatic Data Processing Inc	$2M	0.49%	0.00%	+12.5%	Q4 2024
SOSouthern Co	$1.98M	0.49%	0.00%	-1.7%	Q2 2019
MPWRMonolithic Power Systems, Inc.	$1.92M	0.47%	0.00%	New	Q3 2025
NFLXNetflix Inc	$1.82M	0.45%	0.00%	+19.6%	Q2 2025
PFEPfizer Inc	$1.79M	0.44%	0.00%	+3.8%	Q2 2019
DNPDNP Select Income Fund Inc	$1.76M	0.43%	Not reported	+54.4%	Q2 2019
ROPRoper Technologies Inc	$1.74M	0.43%	0.00%	+15.0%	Q2 2023
PGPROCTER & GAMBLE Co	$1.73M	0.43%	0.00%	+42.3%	Q2 2019
BXBlackstone Inc.	$1.7M	0.42%	0.00%	-0.3%	Q2 2019
WMWaste Management Inc	$1.7M	0.42%	0.00%	+1.6%	Q2 2022
HYTBlackRock Corporate High Yield Fund, Inc.	$1.66M	0.41%	Not reported	-4.6%	Q2 2019
ARCCAres Capital Corp	$1.62M	0.40%	0.01%	+3.7%	Q2 2019
TDGTransDigm Group INC	$1.61M	0.40%	0.00%	+26.4%	Q2 2025

Premium opens every quarter this fund has filed